Latest news with #TriPointeHomes
Yahoo
21 hours ago
- Business
- Yahoo
Tri Pointe Homes's Q1 Earnings Call: Our Top 5 Analyst Questions
Tri Pointe Homes reported better-than-expected revenue and non-GAAP profit for Q1, yet year-on-year sales declined and the market responded with a modestly negative reaction. Management attributed the results to steady execution in a challenging housing environment, pointing to strong gross margins and disciplined cost control. CEO Doug Bauer noted, 'The spring selling season is off to a slower start than we normally experience,' citing consumer uncertainty driven by economic volatility and trade tensions. The company leveraged targeted incentives and mortgage solutions to support homebuyers, particularly in its well-located communities. Is now the time to buy TPH? Find out in our full research report (it's free). Revenue: $740.9 million vs analyst estimates of $712.5 million (21.1% year-on-year decline, 4% beat) Operating Margin: 10.5%, down from 12.3% in the same quarter last year Backlog: $1.31 billion at quarter end, down 33% year on year Market Capitalization: $2.71 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Stephen Kim (Evercore ISI) pressed CEO Doug Bauer about the company's willingness to operate with lower absorption rates, to which Bauer responded that a 2.5 to 3.0 pace is workable and that increased incentives do not always drive incremental volume. Trevor Allinson (Wolfe Research) asked what would happen if demand falls below current levels; Bauer said 2.5 absorptions per community is a practical floor, and the company would increase incentives only if absolutely necessary to sustain sales. Mike Dahl (RBC Capital Markets) questioned the assumed gross margin trajectory for the year, with CFO Glenn Keeler clarifying that incentive levels are expected to remain steady and that lower margins in the second half reflect both mix and ongoing incentive use. Alan Ratner (Zelman & Associates) inquired about elevated SG&A expenses and the timeline for returning to historical levels. Keeler said higher SG&A is partly due to new market investments and will normalize as these divisions scale. Ken Zener (Seaport Research Partners) asked how Tri Pointe Homes views national inventory data versus its local focus, with management emphasizing that it manages inventory and starts based on specific market trends rather than national narratives. In the coming quarters, the StockStory analyst team will be monitoring (1) the pace of sales in both core and newly entered markets as demand trends evolve, (2) the impact of sustained incentives and community mix on gross margins, and (3) SG&A expense management as expansion markets begin to scale. Execution on capital deployment and inventory adjustments will also be important signs of strategy effectiveness. Tri Pointe Homes currently trades at $30.10, down from $30.83 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Associated Press
10-06-2025
- Business
- Associated Press
Tri Pointe Homes Announces Grand Opening, Sales Underway at The Knolls at Mountain House
MOUNTAIN HOUSE, Calif.--(BUSINESS WIRE)--Jun 10, 2025-- Tri Pointe Homes, Inc. (NYSE: TPH), one of the nation's largest and most trusted homebuilders, held a grand opening for The Knolls at Mountain House, a new neighborhood of 143 single-family homes nestled within the scenic hills of Mountain House––a town ranked as one of California's best places to live. This press release features multimedia. View the full release here: High event attendance underscores strong buyer interest in brand-new community, The Knolls at Mountain House, by Tri Pointe Homes Top-rated schools, abundant parks, and urban accessibility are some of the features that residents at The Knolls at Mountain House will appreciate. 'One of the many coveted features of living here in Mountain House is its commutability and location convenience,' said Carrie Newbery, VP Community Experience at Tri Pointe Homes. 'Mountain House is centrally located near freeways and is within an hour's drive to San Francisco, Sacramento, and San Jose. Plus, commuters have the option of accessing the nearby Tracy and Livermore train stations, and the Pleasanton BART station.' The Knolls at Mountain House offers four unique floorplans, with versatile layouts that comfortably accommodate today's modern lifestyles, range from approximately 2,400 to 3,003 square feet. Designs offer up to five bedrooms, three-and-a-half baths, and two-bay garages. Open-concept plans are made for entertaining, with features like great rooms, lofts, and optional outdoor living areas. The gourmet kitchens include spacious islands, granite countertops and lots of included features; the coveted stainless steel and gas appliances within the homes are sure to create kitchen envy! Private GenSmart suites provide opportunities for multi-generational living, while a main-level bedroom and bath––a hard-to-find amenity in many new homes––serves as a wing for a home office or guest quarters. Standout options include a Spa Shower, a luxurious upgrade that further enhances the beautifully appointed primary bath. Pricing begins in the $1 Millions. At The Knolls, the home are built with Tri Pointe Homes' LivingSmart® program, which incorporates energy-efficient technology and sustainable design features to enhance comfort, health, and long-term savings. The program focuses on five key areas: HealthSmart®, EnergySmart®, EarthSmart®, WaterSmart®, and HomeSmart®, ensuring that each home offers a greener, more connected living experience. Mountain House residents enjoy a long list of community activities and events for all ages, including Saturday Farmer's Markets, Music in the Park, the Kite Festival, and the Independence Day Parade. One of the area's biggest highlights is its parks. Every neighborhood within Mountain House touts a five-acre village park with picnic areas, open fields, and play structures. Many offer hiking trails, ball fields, bocce courts, tennis courts, splash pads, and more. At The Knolls at Mountain House, residents will enjoy a large, eight-acre park with paved trails, volleyball courts, barbecue areas, and playground equipment. For families seeking quality schools, The Knolls at Mountain House is zoned for Lammersville Unified School District, the highest-achieving school district in the San Joaquin Valley. LUSD includes seven elementary schools serving grades TK through 8 and one comprehensive high school. Students at Mountain House High School can also participate in dual enrollment at Delta College, conveniently located right in Mountain House, resulting in an AA degree at their high school graduation. 'Living at The Knolls at Mountain House gives you that rare combination of small-town serenity and big-city bustle when you need it,' said Newbery. 'Imagine meeting neighbors and making friends in your beautiful neighborhood surrounded by lush parks and peaceful nature. This truly is a special place where you can own a brand-new home with plenty of space to grow, yet still feel connected to the pulse of the city, whether it's for work or play.' For more information, please call 925.414.0639, or join the interest group at About Tri Pointe Homes® One of the largest homebuilders in the U.S., Tri Pointe Homes, Inc. (NYSE: TPH) is a publicly traded company operating in 12 states and the District of Columbia, and is a recognized leader in customer experience, innovative design, and environmentally responsible business practices. The company builds premium homes and communities with deep ties to the communities it serves— some for as long as a century. Tri Pointe Homes combines the financial resources, technology platforms and proven leadership of a national organization with the regional insights, longstanding community connections and agility of empowered local teams. Tri Pointe has won multiple Builder of the Year awards, was named to the 2024 Fortune World's Most Admired Companies™ list, is one of the 2023 Fortune 100 Best Companies to Work For® and was designated as one of the 2023 PEOPLE Companies That Care®. The company was also named as a Great Place To Work-Certified™ company for four years in a row (2021 through 2024), and was named on several Great Place To Work® Best Workplaces lists in 2022 and 2023. Building upon the legacy that was established more than 50 years ago under the name Quadrant Homes®, Tri Pointe Homes is an award-winning leader in the Washington real estate sector. For more information, please visit View source version on CONTACT: Gretchen Fuog / Kovach Marketing [email protected] KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA INDUSTRY KEYWORD: CONSTRUCTION & PROPERTY RESIDENTIAL BUILDING & REAL ESTATE SOURCE: Tri Pointe Homes, Inc. Copyright Business Wire 2025. PUB: 06/10/2025 05:13 PM/DISC: 06/10/2025 05:12 PM
Yahoo
10-06-2025
- Business
- Yahoo
Tri Pointe Homes Announces Grand Opening, Sales Underway at The Knolls at Mountain House
MOUNTAIN HOUSE, Calif., June 10, 2025--(BUSINESS WIRE)--Tri Pointe Homes, Inc. (NYSE: TPH), one of the nation's largest and most trusted homebuilders, held a grand opening for The Knolls at Mountain House, a new neighborhood of 143 single-family homes nestled within the scenic hills of Mountain House––a town ranked as one of California's best places to live. Top-rated schools, abundant parks, and urban accessibility are some of the features that residents at The Knolls at Mountain House will appreciate. "One of the many coveted features of living here in Mountain House is its commutability and location convenience," said Carrie Newbery, VP Community Experience at Tri Pointe Homes. "Mountain House is centrally located near freeways and is within an hour's drive to San Francisco, Sacramento, and San Jose. Plus, commuters have the option of accessing the nearby Tracy and Livermore train stations, and the Pleasanton BART station." The Knolls at Mountain House offers four unique floorplans, with versatile layouts that comfortably accommodate today's modern lifestyles, range from approximately 2,400 to 3,003 square feet. Designs offer up to five bedrooms, three-and-a-half baths, and two-bay garages. Open-concept plans are made for entertaining, with features like great rooms, lofts, and optional outdoor living areas. The gourmet kitchens include spacious islands, granite countertops and lots of included features; the coveted stainless steel and gas appliances within the homes are sure to create kitchen envy! Private GenSmart suites provide opportunities for multi-generational living, while a main-level bedroom and bath––a hard-to-find amenity in many new homes––serves as a wing for a home office or guest quarters. Standout options include a Spa Shower, a luxurious upgrade that further enhances the beautifully appointed primary bath. Pricing begins in the $1 Millions. At The Knolls, the home are built with Tri Pointe Homes' LivingSmart® program, which incorporates energy-efficient technology and sustainable design features to enhance comfort, health, and long-term savings. The program focuses on five key areas: HealthSmart®, EnergySmart®, EarthSmart®, WaterSmart®, and HomeSmart®, ensuring that each home offers a greener, more connected living experience. Mountain House residents enjoy a long list of community activities and events for all ages, including Saturday Farmer's Markets, Music in the Park, the Kite Festival, and the Independence Day Parade. One of the area's biggest highlights is its parks. Every neighborhood within Mountain House touts a five-acre village park with picnic areas, open fields, and play structures. Many offer hiking trails, ball fields, bocce courts, tennis courts, splash pads, and more. At The Knolls at Mountain House, residents will enjoy a large, eight-acre park with paved trails, volleyball courts, barbecue areas, and playground equipment. For families seeking quality schools, The Knolls at Mountain House is zoned for Lammersville Unified School District, the highest-achieving school district in the San Joaquin Valley. LUSD includes seven elementary schools serving grades TK through 8 and one comprehensive high school. Students at Mountain House High School can also participate in dual enrollment at Delta College, conveniently located right in Mountain House, resulting in an AA degree at their high school graduation. "Living at The Knolls at Mountain House gives you that rare combination of small-town serenity and big-city bustle when you need it," said Newbery. "Imagine meeting neighbors and making friends in your beautiful neighborhood surrounded by lush parks and peaceful nature. This truly is a special place where you can own a brand-new home with plenty of space to grow, yet still feel connected to the pulse of the city, whether it's for work or play." For more information, please call 925.414.0639, or join the interest group at About Tri Pointe Homes® One of the largest homebuilders in the U.S., Tri Pointe Homes, Inc. (NYSE: TPH) is a publicly traded company operating in 12 states and the District of Columbia, and is a recognized leader in customer experience, innovative design, and environmentally responsible business practices. The company builds premium homes and communities with deep ties to the communities it serves— some for as long as a century. Tri Pointe Homes combines the financial resources, technology platforms and proven leadership of a national organization with the regional insights, longstanding community connections and agility of empowered local teams. Tri Pointe has won multiple Builder of the Year awards, was named to the 2024 Fortune World's Most Admired Companies™ list, is one of the 2023 Fortune 100 Best Companies to Work For® and was designated as one of the 2023 PEOPLE Companies That Care®. The company was also named as a Great Place To Work-Certified™ company for four years in a row (2021 through 2024), and was named on several Great Place To Work® Best Workplaces lists in 2022 and 2023. Building upon the legacy that was established more than 50 years ago under the name Quadrant Homes®, Tri Pointe Homes is an award-winning leader in the Washington real estate sector. For more information, please visit View source version on Contacts Gretchen Fuog / Kovach Marketinggretchen@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
10-06-2025
- Business
- Business Wire
Tri Pointe Homes Announces Grand Opening, Sales Underway at The Knolls at Mountain House
MOUNTAIN HOUSE, Calif.--(BUSINESS WIRE)--Tri Pointe Homes, Inc. (NYSE: TPH), one of the nation's largest and most trusted homebuilders, held a grand opening for The Knolls at Mountain House, a new neighborhood of 143 single-family homes nestled within the scenic hills of Mountain House––a town ranked as one of California's best places to live. Top-rated schools, abundant parks, and urban accessibility are some of the features that residents at The Knolls at Mountain House will appreciate. 'One of the many coveted features of living here in Mountain House is its commutability and location convenience,' said Carrie Newbery, VP Community Experience at Tri Pointe Homes. 'Mountain House is centrally located near freeways and is within an hour's drive to San Francisco, Sacramento, and San Jose. Plus, commuters have the option of accessing the nearby Tracy and Livermore train stations, and the Pleasanton BART station.' The Knolls at Mountain House offers four unique floorplans, with versatile layouts that comfortably accommodate today's modern lifestyles, range from approximately 2,400 to 3,003 square feet. Designs offer up to five bedrooms, three-and-a-half baths, and two-bay garages. Open-concept plans are made for entertaining, with features like great rooms, lofts, and optional outdoor living areas. The gourmet kitchens include spacious islands, granite countertops and lots of included features; the coveted stainless steel and gas appliances within the homes are sure to create kitchen envy! Private GenSmart suites provide opportunities for multi-generational living, while a main-level bedroom and bath––a hard-to-find amenity in many new homes––serves as a wing for a home office or guest quarters. Standout options include a Spa Shower, a luxurious upgrade that further enhances the beautifully appointed primary bath. Pricing begins in the $1 Millions. At The Knolls, the home are built with Tri Pointe Homes' LivingSmart® program, which incorporates energy-efficient technology and sustainable design features to enhance comfort, health, and long-term savings. The program focuses on five key areas: HealthSmart®, EnergySmart®, EarthSmart®, WaterSmart®, and HomeSmart®, ensuring that each home offers a greener, more connected living experience. Mountain House residents enjoy a long list of community activities and events for all ages, including Saturday Farmer's Markets, Music in the Park, the Kite Festival, and the Independence Day Parade. One of the area's biggest highlights is its parks. Every neighborhood within Mountain House touts a five-acre village park with picnic areas, open fields, and play structures. Many offer hiking trails, ball fields, bocce courts, tennis courts, splash pads, and more. At The Knolls at Mountain House, residents will enjoy a large, eight-acre park with paved trails, volleyball courts, barbecue areas, and playground equipment. For families seeking quality schools, The Knolls at Mountain House is zoned for Lammersville Unified School District, the highest-achieving school district in the San Joaquin Valley. LUSD includes seven elementary schools serving grades TK through 8 and one comprehensive high school. Students at Mountain House High School can also participate in dual enrollment at Delta College, conveniently located right in Mountain House, resulting in an AA degree at their high school graduation. 'Living at The Knolls at Mountain House gives you that rare combination of small-town serenity and big-city bustle when you need it,' said Newbery. 'Imagine meeting neighbors and making friends in your beautiful neighborhood surrounded by lush parks and peaceful nature. This truly is a special place where you can own a brand-new home with plenty of space to grow, yet still feel connected to the pulse of the city, whether it's for work or play.' For more information, please call 925.414.0639, or join the interest group at About Tri Pointe Homes® One of the largest homebuilders in the U.S., Tri Pointe Homes, Inc. (NYSE: TPH) is a publicly traded company operating in 12 states and the District of Columbia, and is a recognized leader in customer experience, innovative design, and environmentally responsible business practices. The company builds premium homes and communities with deep ties to the communities it serves— some for as long as a century. Tri Pointe Homes combines the financial resources, technology platforms and proven leadership of a national organization with the regional insights, longstanding community connections and agility of empowered local teams. Tri Pointe has won multiple Builder of the Year awards, was named to the 2024 Fortune World's Most Admired Companies™ list, is one of the 2023 Fortune 100 Best Companies to Work For® and was designated as one of the 2023 PEOPLE Companies That Care®. The company was also named as a Great Place To Work-Certified™ company for four years in a row (2021 through 2024), and was named on several Great Place To Work® Best Workplaces lists in 2022 and 2023. Building upon the legacy that was established more than 50 years ago under the name Quadrant Homes®, Tri Pointe Homes is an award-winning leader in the Washington real estate sector. For more information, please visit
Yahoo
08-05-2025
- Business
- Yahoo
Earnings To Watch: Installed Building Products (IBP) Reports Q1 Results Tomorrow
Building products installation services company Installed Building Products (NYSE:IBP) will be announcing earnings results tomorrow morning. Here's what to look for. Installed Building Products missed analysts' revenue expectations by 1.6% last quarter, reporting revenues of $750.2 million, up 4.1% year on year. It was a slower quarter for the company, with a significant miss of analysts' organic revenue estimates. Is Installed Building Products a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Installed Building Products's revenue to decline 2.7% year on year to $674.4 million, a reversal from the 5.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.20 per share. Installed Building Products Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Installed Building Products has missed Wall Street's revenue estimates four times over the last two years. Looking at Installed Building Products's peers in the home builders segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Taylor Morrison Home delivered year-on-year revenue growth of 11.5%, beating analysts' expectations by 5.7%, and Tri Pointe Homes reported a revenue decline of 21.1%, topping estimates by 4%. Taylor Morrison Home traded down 1.1% following the results while Tri Pointe Homes was also down 1.6%. Read our full analysis of Taylor Morrison Home's results here and Tri Pointe Homes's results here. There has been positive sentiment among investors in the home builders segment, with share prices up 15.1% on average over the last month. Installed Building Products is up 5% during the same time and is heading into earnings with an average analyst price target of $193.18 (compared to the current share price of $165.57). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
